Michael Gregory is a financial advisor with Advisory Solutions Group, holding Series 65 and Series 63 licenses and bringing 40 years of industry experience. His prior roles include positions at Gladstone Wealth Partners, LPL Financial LLC, and J.P. Morgan Securities. Outside of advisory work, he serves as a FINRA arbitrator. Advisory Solutions Group operates as a team firm serving retail clients through financial planning, consulting, and portfolio management, while also providing back-office and turnkey services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies.

Ian Morrison is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling, Securities America Advisors, and Securities America, Inc. Outside of finance, he worked for Conscious Cup Coffee Roasters. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and consulting services, utilizing individualized asset-allocation approaches and various model-based platforms.

Joshua Pratt is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Beacon Insurance Advisors, LLC and Thrivent Investment Management, Inc. Pratt is also involved as an independent insurance agent, selling fixed insurance products and equity-indexed annuities. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, using multiple investment approaches and platforms tailored to individual advisor and client needs.

Jeremy Lohman is a financial advisor with Stephens in Antioch, IL, holding Series 63 and Series 65 licenses, and has 19 years of industry experience. He has been with Stephens since 2012. Outside of his advisory role, Lohman serves as an authorized signatory for a local church and school and works as an independent contractor delivering food services. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Mark Morrison is a CFP® with 34 years of industry experience, currently affiliated with OneAscent Financial Services LLC. He has previously worked at Securities America Advisors, Inc. and The Cornerstone Financial Group Inc. among others. He also serves as an elder at The Arising Church in Crystal Lake, where he is involved in counseling and preaching. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides asset management, financial planning, and consulting services using individualized asset allocation and model-based platforms, and offers specialized services including tax-overlay options and outsourced CIO and CCO support.

Caleb Thomas is a CFP®-certified financial advisor with six years of industry experience. He is currently with OneAscent Financial Services LLC and previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. Caleb also has experience assisting with financial planning and administrative tasks within his firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm utilizes individualized asset-allocation strategies and offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and outsourced chief investment and compliance officer services.

Michael Stewart is a financial advisor at Sound Income Strategies, LLC with 19 years of industry experience. He holds Series 63, 66, and 65 designations and has been with Sound Income Strategies since 2015. Prior to this, he was involved with Grayslake Business Partnership LLC and has owned Crystal Lake Tax & Financial since 2008, where he provides fixed and indexed annuities, insurance products, and tax preparation services. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, ERISA plan services, and insurance planning. The firm emphasizes fixed-income and income-oriented strategies with active portfolio management and allocates assets to third-party managers and ETFs when appropriate.

Mark Wolter is a financial advisor with Harbour Investments, Inc. and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has worked at firms including Beacon Wealth Advisors, LLC and Gradient Securities, LLC. Wolter serves as a volunteer board member for the Special Olympics Illinois Golf Outing, assisting with event planning and fundraising. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a blend of fundamental and technical analysis to create customized strategies across various asset classes. The firm offers discretionary and non-discretionary portfolio management, model-based solutions, and works with multiple custodians and third-party managers.

Randall Cashmore is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and Berthel Fisher and Company. He also operates Cashmore Investments, an independent venture he has maintained since 2009. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment process focused on tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

James Schmidt is a financial advisor with LPL Financial in McHenry, Illinois, holding a Series 66 designation and 11 years of industry experience. He has been associated with Cornerstone Wealth Management, LLC since 2014, operating under LPL Financial during this period. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Anne Coupe is a financial advisor at Simplicity Wealth with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including UBS Global Asset Management, BMO Asset Management, and Aegon USA Investment Management. Outside of her advisory role, she serves on the board of Special Gifts Theatre, a therapeutic theatre program for children and adults with special needs. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and a managed account platform. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support for other advisers.

Annirose Womack is a CFP® with 16 years of industry experience, currently serving at Capital Analysts. She has worked previously at Lincoln Investment and Horace Mann Investors, Inc., and maintains a contractor role with Astraios Financial-East, LLC. Outside of advisory roles, she owns Womack Enterprises LLC, which is used for tax and accounting purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team and a proprietary mutual-fund screening process.

Carlene Abraham is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Money Concepts Capital Corp. She is also involved as a financial advisor at The Tranel Financial Group and as a salaried employee at 818 Capital Group, LLC. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and various institutional and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms tailored to individual advisor strategies.

Eric Cima is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Money Concepts Capital Corp for over 30 years. In addition to his advisory roles, he is a salaried employee of 818 Capital Group, LLC and is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, offering a range of portfolio management options and model-based solutions.

Candice Baker is a financial advisor at Johnson Wealth Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has served as Vice President and Team Lead at Johnson Bank since 2014. Baker has worked at Johnson Wealth Inc. since 2017 and maintains a dual role with Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional organizations. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering services such as discretionary portfolio management and financial planning.

Joey Bunton is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. He has previously worked at firms including Money Concepts Capital Corp. and NYLIFE Securities LLC. Outside of his advisory role, Bunton is an independent insurance agent and is involved with 818 Capital Group, a customer service and payroll company. Harbour Investments serves a diverse client base including individual, trust, pension, and corporate clients. The firm offers a range of portfolio management and financial planning services utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Elliot Yablun is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with World Equity Group since 2014 and is also the owner of Shiggies Vinyl, a business that involves buying and selling vinyl records online. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm offers managed portfolios using discretionary portfolio management combined with financial planning and access to third-party money managers.

John Dorn is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at Robertson Stephens since 2024 and previously spent 11 years at CAFG Wealth Management. Dorn prepares tax returns during tax season from his residence and is a licensed insurance agent authorized to offer life, accident, and health insurance. Robertson Stephens Wealth Management serves individual clients, families, trusts, charitable organizations, and retirement plans, offering portfolio management, financial planning, tax and estate planning, and access to public and private funds. The firm combines advisor guidance with centrally developed model portfolios and oversight by an Investment Office and Committee.

Ryan Alexander is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, TD Ameritrade, Merrill, and PNC. Alexander is also involved with Crystal Lake Tax and Financial, where he provides financial advisory and fixed insurance services. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, along with a range of advisory and insurance planning services.

Ryan Anderson is a financial advisor at Wealth Management with eight years of industry experience. He holds a Series 65 designation and concurrently serves as an Accounting Manager at Accounting Freedom, a CPA firm, where he focuses on accounting and tax services. Prior to his current roles, he worked at PPG for two years. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs to implement model portfolios.